Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,544,941
+$2,505,287 QoQ
Shares Held
92,844
+44.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#385
of 2,451 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Trajan Wealth LLC holds $50,194,218 across 4 Software - Application names. CRM ranks #2 (29.0% of the industry book) .
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,544,941 | 92,844 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,039,654 | 64,497 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,971,988 | 64,067 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,956,359 | 63,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,476,747 | 60,423 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,419,697 | 57,459 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,688,378 | 55,898 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,578,889 | 53,264 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,439,269 | 48,383 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $13,402,811 | 44,501 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||